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Team & Permissions

Export your organisation's data

The organisation owner can download everything the organisation holds as one ZIP file of CSV tables and uploaded files, from Settings, then Organization. Anyone can download their own personal data from Settings, then Profile.

An organisation export gives you a copy of every record your organisation holds in StockBold, including products, suppliers, purchase orders, stock movements and members. The ZIP file contains the records as CSV files, together with every file uploaded to the organisation.

Request an organisation export

Only the organisation owner sees Export organization data. If you need a copy and are not the owner, ask the owner.

  1. Open Settings, then Organization.
  2. Find Export organization data and select Request export.
  3. Wait for the email telling you the export is ready. You can leave the page meanwhile; the list under the button shows Queued, then Preparing, then Ready.
  4. Select Download beside the ready export.

Export availability and limits

A ready export can be downloaded for 7 days. The list shows the date it is available until; after that, it expires.

Only one export is prepared at a time, and at most three can be requested in 24 hours. If an export fails, the list shows Failed with the reason; request a new one.

What the organisation export leaves out

The secret part of each API key and the links of pending invitations are left out, so the export cannot be used to act as your organisation.

Supplier mail is not included either. Each member's supplier inbox is their own, so its messages, attachments, notifications about new mail and mailbox connections are left out. How each supplier is recognised in mail is included, and so is any mail attachment saved to a purchase order.

Your own personal data

Anyone can download a copy of their own personal data from Settings, then Profile, with Download my data. You get a JSON file with your profile, settings, notification preferences, organisation memberships, AI assistant conversations, support tickets, notifications and the questions you asked the help assistant. It is not a copy of the organisation's records.

Download data before deleting